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The travel permit module is accessible from the Tasks menu.

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Please refer to the documentation Parameter - Organization - Travel permits.

Table of Contents

Filter travel permit request

You can search for a specific travel permit request by entering the team name in the Search box.

You can also filter your travel permit requests by status:

  • Select all

  • Draft

  • Pending

  • Approved

  • Rejected

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List of travel permit

You can view all travel permit requests on the Travel Permit home page of the Task menu. Uncheck the Action Required box, and you'll be able to see all travel permit requests made.

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When you uncheck the Action Required box, all travel permit requests, no matter what their status, will be displayed, including those that do not require any action on your part.

Filter travel permit request

You can search for a specific travel permit request by entering the team name in the Search box.

You can also filter your travel permit requests by status:

  • Select all

  • Draft

  • Pending

  • Approved

  • Rejected

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Travel permit requests

Add a Travel Permit

Go to the Tasks menu and Travel Permits to add a Travel Permit. The Travel Permit dashboard will display the list of travel permits from your organization (and all sub-organizations).

To add a travel permit, click on +Add on the left.

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Complete the required fields:

Fields marked with an * are mandatory

  • TeamsTeam* for which permit is requested

  • Event NameNames* (tournament name)

  • Reference Number

  • Travel typeType* (multiple choices are available)

  • Event Type (Homehome, Awayaway, n/a)

  • Host website

  • Host team name

  • Number of games

  • Host team categoryDivision*

  • Host class

  • Host Category

  • Host Country*

  • Host Province/State*

  • Host City*

  • Host Organization

  • Host fieldarena

  • Travel permit fee

    • If your branch provincial or regional organization has set up a travel permit feefees, it these will be automatically appear displayed when you apply for a travel permit. This fee These fees cannot be removed or changed by a coachmodified.

  • Once

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  • you've finished, click

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  • Next.

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Lineup

You must indicate the members who will be participating in the tournament. It is not mandatory to enter the team roster when applying for a travel permit.

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  • Member Search: allows you to search for members by first name, last name, date of birth, or by Spordle member's number.

  • Team members: this This allows you to select the players registered in for the team.

Click on Add.

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Then confirm the players and coaches who will be taking part and their positions. If you wish to remove a member, click on the red garbage at the participant's right.

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Your organization may include questions in your travel permit request. If a questionnaire has been added, the questions will be displayed at this step. Questions marked with a red asterisk * are mandatory.

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Tournament date

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  • Draft: the travel permit has not yet been submitted.

  • Approved: Your branch or provincial organization has approved the travel permit.

    Declined: Your branch or provincial organization has declined the travel permit.

  • Pending: the travel permit is awaiting approved or declined by your Branch or Provincial Organization. If multiple approvers are in the workflow, the status will be PENDING until all approvals are successful.

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Process to approve or decline a permit request

The side panel displays the approval process for a travel permit application, i.e., all organizations that must approve or decline a request will be displayed in order of approval. The approver's name and the date and time of approval or refusal will be displayed for each organization.

In addition, a notification will be sent to each approver advising them that a travel permit application is to be processed.

Side panel of a travel permit

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application

By clicking on a travel permit , click on the line item so the request, a side panel will open to your right. You will find three tabs - Three tabs will be available: General, Host, and Lineup. - both contain information for the permit.

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At the top of the side panel page, the event's name and the sequential number of the travel permit will be displayed. The name of the team and the link to the team profile.

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General tab

The General tab displays information about general tab will display the approval process for the travel permit request . If the request status is Pending or Draft, you can make changes so you can view all the approvers of your request. In addition, all travel permit request information and status will be displayed. You can change it by clicking on the blue pencil . You can also add and adding a note to the permit request.

Info

Note: Changes cannot be made to an approved permit application.

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Host tab

The host tab displays host and event information. If the request status is Pending or Draft, you can make changes by clicking on the blue pencil.

Info

Note: Changes cannot be made to an approved permit request.

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Lineup tab

The lineup tab displays the lineup of players and coaches who will be taking part in the tournament.

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Action Bouton

Note: Depending on the user role granted by your provincial or regional organization, you can Approve, Decline, or Delete a travel permit once a travel permit request has been submitted by clicking on the Action button on the side panel.

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Deleting a travel permit request is possible if its status is Pending or Draft. You will be asked to confirm the delete request.

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Print travel permit

You can print out the travel permit as a PDF. The status of the permit will be shown at the top of the page.in PDF by clicking the Action button on the side panel of a permit request.

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Members' profile photos will be displayed on team alignment pages.To print the travel permit, click the Action button and Print PDF.

If the permit request is Approved, the approval section at the bottom of the page will show the name of the approver, the name of his organization, and the date of approval.

The Approved section will be empty if If the request status is Pending or Draft, the Approved section will be empty.

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